Episode 150: Neal and Toby discuss Instacart's IPO on Tuesday at $30 a share which values the company at a cool $10 billion. Plus, the $100 million fighter jet that was temporarily missing and the massive overhaul of the US News & World Report rankings of colleges. Toby explains the trendiest features of iOS17 and the guys get into which streaming service ca ... Show More
Yesterday
DoorDash Plans To Buy Instacart for $17B & Ahh!! Horror Bookstores Are Killing It
#966: DoorDash acquires Instacart for a whopping $17 billion, creating a food delivery giant. America’s GDP is like the Golden State Warriors with an impressive third quarter performance, growing at the fastest pace in a year. Weil Gotshal, a once heavyweight law firm, is shuttin ... Show More
30m 45s
May 2025
Bond crisis looming? GOP abandons DOGE, Google disrupts Search with AI, OpenAI buys Jony Ive's IO
(0:00) Today's topics and bestie intros! (2:49) Bond market chaos, GOP abandons DOGE, Trump's big, beautiful bill passes the House (38:15) Google's big week: AI in search, roadmap to diversifying revenue (46:49) OpenAI acquires Jony Ive's design startup for $6.5B (57:09) AI Diplo ... Show More
1h 33m
Sep 2023
E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more
(0:00) Bestie intros! (3:05) GOP Primary update: polling, acceptable candidates, tentpole issues (11:56) All-In Summit 2023 recap (24:12) IPOs and M&A heat up: Arm, Instacart, and Klaviyo go public, Cisco acquires Splunk for $28B, but did the "great reopening" fall short? (42:34) ... Show More
1h 42m
Sep 2023
SoftBank Left Millions on Table in Arm IPO
Bloomberg News US IPO Reporter Ryan Gould explains why SoftBank left millions on the table in the Arm IPO to secure a win for Masayoshi Son. Maju Kuruvilla, CEO of Bolt, discusses why AI is a turning point for ecommerce. Dr. Ian Lustbader, Clinical Professor of Medicine at NYU La ... Show More
36m 6s
Apr 2025
20VC: The Daily Deal: Coreweave IPO | Scale Hits $25BN on $2BN EOY Revenue | Sequoia's 25x Return on Wiz | Tech Stocks Tank with Tariffs | Cursor: Defensible or Dangerous Example of Lost Moats in Tech
<p><span class="yt-core-attributed-string--link-inherit-color" dir= "auto">Welcome to The Daily Deal — the new show with Harry Stebbings and Jason Lemkin, where we break down the biggest stories in tech, venture, and B2B. From market meltdowns to billion-dollar raises, wild valua ... Show More
1h 27m
Nov 2021
E55: Valuing crypto projects, Rivian worth $100B+, inflation: causes and corrections and more
0:00 Bestie intro and Solana Breakpoint talk 4:43 Covering the censored segment from last week, how to value crypto projects and general investing, what to take away from the podcast 30:45 Rivian's >$100B valuation, greatest CNBC hit of all time 42:06 Inflation: reacting to the C ... Show More
1h 32m
Dec 2023
E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update
(0:00) Bestie intro! (3:12) Ivy League antisemitism hearings (21:55) State of the economy for consumers (34:55) Signs of life in SaaS, VC shutdowns, and more (44:59) Why Friedberg chose to take the role of CEO at Ohalo, and the dearth of great leadership talent in tech (1:01:07) ... Show More
1h 32m